SCHH icon

Schwab US REIT ETF
SCHH

Overview Fund Activity

454 hedge funds and large institutions have $4.43B invested in Schwab US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 179 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
-19
Holders Change %
-4.02%
% of All Funds
7.16%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
38
Increased
156
Reduced
179
Closed
53
Calls
$1.02M
Puts
$592K
Net Calls
+$431K
Net Calls Change
+$1.14M

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$887M
2
Charles Schwab
Charles Schwab
California
$464M
3
US Bancorp
US Bancorp
Minnesota
$461M
4
CSIA
Charles Schwab Investment Advisory
California
$965M
5
BlackRock
BlackRock
New York
$76.8M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$28.9M
2
MGIA
Moneta Group Investment Advisors
Missouri
$41.3M
3
RA
Rational Advisors
New York
$38.3M
4
BSB
Bangor Savings Bank
Maine
$926K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
476
Money Concepts Capital
Florida
– -$151K -10,854 Closed
TWM
477
Tanglewood Wealth Management
Texas
– -$208K -10,679 Closed
1WM
478
1900 Wealth Management
Texas
– -$202K -10,455 Closed
TA
479
Tactive Advisors
Florida
– -$200K -10,259 Closed
AAS
480
Ameritas Advisory Services
Nebraska
– -$136K -7,034 Closed
NIC
481
Northwest Investment Counselors
Oregon
– -$61.3K -3,145 Closed
VC
482
Vestor Capital
Illinois
– -$61K -3,108 Closed
NECFA
483
New England Capital Financial Advisors
Connecticut
– -$24.3K -1,244 Closed
TCOV
484
Trust Company of Vermont
Vermont
– -$23K -1,180 Closed
ASN
485
Advisory Services Network
Georgia
– -$20.3K -1,040 Closed
BA
486
Bristlecone Advisors
Washington
– -$17.5K -897 Closed
TWA
487
TCI Wealth Advisors
Arizona
– -$16.9K -866 Closed
FHA
488
First Horizon Advisors
Tennessee
– -$15.3K -784 Closed
BAM
489
Belpointe Asset Management
Nevada
– -$15K -768 Closed
EI
490
Ellevest Inc
New York
– -$11.5K -590 Closed
GWS
491
Glassman Wealth Services
Virginia
– -$10K -514 Closed
EDRH
492
Edmond de Rothschild Holding
Switzerland
– -$8.97K -460 Closed
WPA
493
West Paces Advisors
Georgia
– -$6.34K -325 Closed
FMII
494
Farmers & Merchants Investments Inc
Nebraska
– -$4.29K -220 Closed
BTI
495
Blue Trust Inc
Georgia
– -$4K -190 Closed
VFA
496
Values First Advisors
Tennessee
– -$3.35K -172 Closed
GA
497
GoalVest Advisory
New York
– -$2.63K -135 Closed
TRCT
498
Tower Research Capital (TRC)
New York
– -$3K -132 Closed
MPWT
499
MassMutual Private Wealth & Trust
Connecticut
– -$2.26K -116 Closed
TCWA
500
Ten Capital Wealth Advisors
Washington
– -$1.88K -96 Closed
17 18 19
20
21